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Financial Planner

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National Bank
πŸ“ quebec, Canada
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Location quebec
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Posted June 05, 2026
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Commute Local Area
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Local Opportunity Near You!

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Job Description

A career as a National Bank Financial Planner means you'll be a financial planning expert who advises clients and drafts financial plans to meet their life goals. This position allows you to take on an advisory role and develop your business relationships and leadership skills while having a positive impact.

Your job

  • Identify clients’ investment and financing needs in order to draft a personalized financial plan
  • Advise clients based on their needs and market trends to offer customized solutions
  • Create business development opportunities to increase the number of clients and the volume of existing portfolios
  • Make sure that service and operational quality standards are applied, and compliance and risk management rules are followed

Your team

With National Bank, you benefit from working with a large established company, covering a large territory (with all the potential i...

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πŸ“ Location Details

πŸŒ†
City
quebec
πŸ—ΊοΈ
Country
Canada
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Commute
Local Area

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